MarketPulse

nuclear renaissance

7 articles
The Motley FoolThe Motley Fool··James Hires

Nuclear Renaissance Powered by AI: Why BWX and Rolls-Royce Lead SMR Revolution

AI data center demand drives nuclear energy resurgence. BWX Technologies and Rolls-Royce best positioned to capitalize on small modular reactor opportunity.
BWXTRYCEYnuclear energyclean energy
The Motley FoolThe Motley Fool··Ryan Vanzo

Nuclear Renaissance: Oklo's Path to 100x as AI Powers Energy Demand Surge

Oklo, an SMR developer backed by Sam Altman, trades at $13B valuation with potential to reach $100B if it captures 15% of nuclear market by 2050, driven by AI energy demands.
SMROKLOBACBACpBBACpE+13small modular reactorsSMR technology
The Motley FoolThe Motley Fool··Ryan Vanzo

Oklo's July 4 Reactor Milestone Could Unlock $10T Nuclear Energy Boom

Oklo expects first reactor criticality by July 2026, validating advanced nuclear technology and supporting 2027 commercialization goals amid $10 trillion AI-driven power demand opportunity.
OKLOsmall modular reactorsnuclear energy
The Motley FoolThe Motley Fool··James Hires

Cameco Emerges as Premier Industrial Play on Nuclear Energy Boom

Cameco, the world's second-largest uranium miner, posted 237% EPS growth and 11% revenue gains, positioning itself as an ideal long-term industrial stock amid explosive global nuclear expansion.
CCJnuclear energyenergy sector
The Motley FoolThe Motley Fool··Ryan Vanzo

NuScale Power Eyes Nuclear Renaissance as AI Boom Drives Energy Demand Surge

NuScale Power positioned to capitalize on nuclear renaissance driven by AI electricity demand, with Bank of America projecting $10 trillion market opportunity, though execution uncertainty remains significant.
SMROKLOBACBACpBBACpE+13nuclear energyclean energy
The Motley FoolThe Motley Fool··James Hires

Nuclear Energy Stocks Poised for Breakout Year as AI, Geopolitics Fuel Demand Surge

Nuclear energy stocks gaining momentum from AI power demands, geopolitical tensions, and government support. NextEra Energy offers 2.54% dividend yield with 32-year growth track record.
GOOGGOOGLNEENEEpNNEEpS+4nuclear energydividend stocks
The Motley FoolThe Motley Fool··James Hires

Cameco Trades Below $120 as Uranium Producer Reports Strong 2025 Performance

Cameco's stock fell below $120 despite strong 2025 results: 11% revenue growth and 246% EPS increase, driven by rising uranium demand from AI and nuclear expansion.
CCJBAMnuclear powerartificial intelligence